I can’t remember how many times in the last 20 years that I’ve written up rumors that AMD is ripe for a takeover but now it seems it’s time to do it one more time.
This time the speculation is from the guys at Seeking Alpha – in a note to clients it suggests that it’s the magic X86 licences that could be the lure for a company with the financial muscle to make it go somewhere.
There aren’t that many of those around but the rumor mill mentions Qualcomm, Broadcom and Oracle as possible candidates.
There is, of course, the slight matter that Intel would no doubt spin up a legal challenge because it knows where it is with the AMD X86 licenses but might find itself losing that just like it lost it after AMD’s sale of its factories to GloFo.
Even more spectacularly, Seeking Alpha thinks that Intel could take over AMD but we can’t see that one being a goer.
Seeking Alpha doesn’t stop at Qualcomm, Broadcom, Oracle and Intel. It claims Microsoft, Samsung and even TSMC.
Heck, is it really going to happen? We’ve heard the rumors so many times before that perhaps it’s just that time of year.
Kaveri is coming in a few months, but before it ships AMD will apparently spice up the Richland line-up with a few low-power parts.
CPU World has come across an interesting listing, which points to two new 45W chips, the A8-6500T and the A10-6700T. Both are quads with 4MB of cache. The A8-6500T is clocked at 2.1GHz and can hit 3.1GHz on Turbo, while the A10-6700T’s base clock is 2.5GHz and it maxes out at 3500MHz.
The prices are $108 and $155 for the A8 and A10 respectively, which doesn’t sound too bad although they are still significantly pricier than regular FM2 parts.
Richland is set to replace AMD’s Virgo platform, powered by Trinity processors, and this change will happen in June 2013, most likely coinciding with Computex 2013.
AMD has just launched the first batch of Richland mobile APUs and we still have to see some notebook designs hitting the market. We wrote about mobile Richland APUs.
As of late last year Desktop Richland was always set to launch in June 2013 and the fastest of them is the A10 6800K, clocked at 4.1GHz and 4.4 with Turbo. It also features Radeon HD 8670D graphics that run at 844 MHz. This is the fastest Richland part and it comes unlocked, ready to replace the current AMD A10 5800K. In Europe, the A10 5800K currently sells for 112, while in US the same CPU sells for $129.00 (boxed).
The alpha dog A10 6800K is followed by A10 6700, A8 6600K (Unlocked) and A8 6500. AMD has a mix of 100W and 65W quad-core Richland desktop SKUs. There will be a single A6 6400K (Unlocked) SKU and the A4 6300, both dual-cores with 65W TDP.
Production ready samples were churned out in late January, while volume production is scheduled for late March 2013. The announcement was always scheduled for June 2013 and Richland last through most of 2013, until Kaveri with 28nm Steamroller comes on line.
There have been more than enough leaks dealing with Richland, AMD’s successor to the Trinity powered Virgo platform, and we even had a chance to see some leaks regarding its successor, codenamed Kaveri. As you may already know, Richland is planned to last through 2013 and it is clear that this is very important chip for AMD.
Based on the Piledriver architecture and built using 32nm technology, Richland will feature an integrated GPU that will be upgraded to Radeon HD 8000 series, a generation ahead of Trinity. As you know, there has been a lot of leaks regarding the Richland parts and the quad-core A10-6800K with Radeon HD 8670D graphics is expected to pack quite a punch. Best of all, Richland will still use the same FM2 socket.
According to our sources, the NDA will be lifted on 12th of March, 8am EST, and we are sure that we will see at least a couple of reviews as well as some additional info regarding the price and the availability date.
AMD has reported steep declines in second quarter revenue and profit stemming from weaker demand for its products.
Last week AMD revised down its revenue forecast by almost 11 per cent, and yesterday the firm confirmed that forecast by reporting second quarter revenue of $1.41bn, a 10 per cent drop from the same period in 2011. AMD’s revenue decline was relatively good news compared with the 27 per cent fall in profit to $77m reported by the firm.
AMD’s graphics division generated operating income of $34m, which is an impressive share given how much publicity and channel effort it has put behind its accelerated processor units (APU). The firm classes its APU business, even though the chips contain graphics cores, as part of its processor business.
AMD president and CEO Rory Read reiterated that weakened demand for its processors in China and Europe was the reason for the company’s lacklustre results.
He said, “We are taking definitive steps to improve our performance and correct the issues within our control as we expect headwinds will continue in the third quarter as the industry sets a new baseline. We remain optimistic about our core businesses as well as future opportunities with our competitively differentiated next-generation Accelerated Processor Units (APUs). Our recently launched Trinity APU continues to gain traction with customers. We are committed to driving profitable growth.”
AMD’s Trinity APUs are expected to see a bigger retail presence the third quarter as OEM vendors prepare low-cost machines for the lucrative back-to-school buying period. However AMD will need a minor miracle to overcome the $570m loss it posted in its first quarter if it wants to end the year in the black.
We gave quite a few details about AMD’s Richland and now we managed to get a bit more information, including a launch timeframe.
If AMD manages to stick to the current schedule, production candidate samples should be out in late Q4 2012. So, if all goes well, AMD might choose to show some demos at CES 2013.
Production candidate samples should work at the final frequency and should have all the features. After this development step, Richland should move to a production ready sample stage by mid-Q1 2013 and it should be ready for production in early Q2 2013.
It usually takes a while until GlobalFoundries manages to produce enough chips for launch. The current plan is to build up inventory and launch them in late Q2 2013. If AMD doesn’t hit any delays Computex or the first days of June 2013 seem like a good bet for a more accurate launch timeframe.
As we mentioned earlier, Richland is the first chip in AMD’s new FM2 platform and should work at least in some boards upcoming boards based on the A-series Virgo FM2 platform, designed for Trinity APUs.